Stock Copilot Pro
name: stock-copilot-pro
by buxibuxi · published 2026-03-22
$ claw add gh:buxibuxi/buxibuxi-stock-copilot-pro---
name: stock-copilot-pro
description: OpenClaw stock analysis skill for US/HK/CN markets. Combines QVeris data sources (THS, Caidazi, Alpha Vantage, Finnhub, X sentiment) for quote, fundamentals, technicals, news radar, morning/evening brief, and actionable investment insights.
env:
- QVERIS_API_KEY
requirements:
env_vars:
- QVERIS_API_KEY
credentials:
required:
- QVERIS_API_KEY
primary: QVERIS_API_KEY
scope: read-only
endpoint: https://qveris.ai/api/v1
runtime: { language: nodejs, node: ">=18" }
install: { mechanism: local-skill-execution, external_installer: false, package_manager_required: false }
persistence: { writes_within_skill_dir: [config/watchlist.json, .evolution/tool-evolution.json], writes_outside_skill_dir: false }
security: { full_content_file_url: { enabled: true, allowed_hosts: [qveris.ai], protocol: https } }
network:
outbound_hosts:
- qveris.ai
metadata: {"openclaw":{"requires":{"env":["QVERIS_API_KEY"]},"primaryEnv":"QVERIS_API_KEY","homepage":"https://qveris.ai"}}
auto_invoke: true
source: https://qveris.ai
examples:
- "Analyze AAPL with a comprehensive report"
- "Technical analysis for 0700.HK"
- "Compare AAPL, MSFT, NVDA"
- "Give me fundamentals and sentiment for 600519.SS"
---
# Stock Copilot Pro
Global Multi-Source Stock Analysis with QVeris.
SEO Keywords
OpenClaw, stock analysis skill, AI stock copilot, China A-shares, Hong Kong stocks, US stocks, quantitative analysis, fundamental analysis, technical analysis, sentiment analysis, industry radar, morning evening brief, watchlist, portfolio monitoring, QVeris API, THS iFinD, Caidazi, Alpha Vantage, Finnhub, X sentiment, investment research assistant
Supported Capabilities
Data Sources
- `ths_ifind.real_time_quotation`
- `ths_ifind.financial_statements`
- `ths_ifind.company_basics`
- `ths_ifind.history_quotation`
- `caidazi.news.query`
- `caidazi.report.query`
- `caidazi.search.hybrid.list`
- `caidazi.search.hybrid_v2.query`
- `alpha_news_sentiment`
- `finnhub.news`
- `qveris_social.x_domain_hot_topics`
- `qveris_social.x_domain_hot_events`
- `qveris_social.x_domain_new_posts`
- `x_developer.2.tweets.search.recent`
What This Skill Does
Stock Copilot Pro performs end-to-end stock analysis with five data domains:
1. Market quote / trading context
2. Fundamental metrics
3. Technical signals (RSI/MACD/MA)
4. News and sentiment
5. X sentiment
It then generates a data-rich analyst report with:
Key Advantages
Core Workflow
1. Resolve user input to symbol + market (supports company-name aliases, e.g. Chinese name -> `600089.SH`).
2. Search tools by capability (quote, fundamentals, indicators, sentiment, X sentiment).
3. Route by hardcoded tool chains first (market-aware), then fallback generic capability search.
- For CN/HK sentiment, prioritize `caidazi` channels (report/news/wechat).
- For CN/HK fundamentals, prioritize THS financial statements (income/balance sheet/cash flow), then fallback to company basics.
4. Before execution, try evolution parameter templates; if unavailable, use default param builder.
5. Run quality checks:
- Missing key fields
- Data recency
- Cross-source inconsistency
6. Produce analyst report with:
- composite score
- safety margin
- event-driven vs pullback-risk timing classification
- structured thesis (driver/risk/scenario/KPI)
- event radar (timeline/theme) and candidate ideas
- style-specific execution playbooks
- market scenario suggestions
- optional parsed/raw evidence sections when `--evidence` is enabled
7. Preference routing (public audience default):
- If no preference flags are provided, script returns a questionnaire first.
- You can skip this with `--skip-questionnaire`.
Command Surface
Primary script: `scripts/stock_copilot_pro.mjs`
- `node scripts/stock_copilot_pro.mjs analyze --symbol AAPL --market US --mode comprehensive`
- `node scripts/stock_copilot_pro.mjs analyze --symbol "<company-name>" --mode comprehensive`
- `node scripts/stock_copilot_pro.mjs compare --symbols AAPL,MSFT --market US --mode comprehensive`
- `node scripts/stock_copilot_pro.mjs watch --action list`
- `node scripts/stock_copilot_pro.mjs watch --action add --bucket holdings --symbol AAPL --market US`
- `node scripts/stock_copilot_pro.mjs watch --action remove --bucket watchlist --symbol 0700.HK --market HK`
- `node scripts/stock_copilot_pro.mjs brief --type morning --format chat`
- `node scripts/stock_copilot_pro.mjs brief --type evening --format markdown`
- `node scripts/stock_copilot_pro.mjs radar --market GLOBAL --limit 10`
OpenClaw scheduled tasks (morning/evening brief and radar)
To set up morning brief, evening brief, or daily radar in OpenClaw, use **only** the official OpenClaw cron format and create jobs via the CLI or Gateway cron tool. Do not edit `~/.openclaw/cron/jobs.json` directly.
CN/HK Coverage Details
- `revenue`
- `netProfit`
- `totalAssets`
- `totalLiabilities`
- `operatingCashflow`
- `industry`
- `mainBusiness`
- `tags`
Output Modes
Preference & Event Options
- `--horizon short|mid|long`
- `--risk low|mid|high`
- `--style value|balanced|growth|trading`
- `--actionable` (include execution-oriented rules)
- `--skip-questionnaire` (force analysis without preference Q&A)
- `--event-window-days 7|14|30`
- `--event-universe global|same_market`
- `--event-view timeline|theme`
Dynamic Evolution
Safety and Disclosure
Single Stock Analysis Guide
When analyzing `analyze` output, act as a senior buy-side analyst and deliver a **professional but not overlong** report.
Required Output (7 Sections)
0. **Data Snapshot (required)**
- Start with a compact metrics table built from `data` fields.
- Include at least: price/change, marketCap, PE/PB, profitMargin, revenue, netProfit, RSI, 52W range.
- Example format:
| Metric | Value |
|--------|-------|
| Price | $264.58 (+1.54%) |
| Market Cap | $3.89T |
| P/E | 33.45 |
| P/B | 57.97 |
| Profit Margin | 27% |
| Revenue (TTM) | $394B |
| Net Profit | $99.8B |
| RSI | 58.3 |
| 52W Range | $164 - $270 |1. **Key view (30 seconds)**
- One-line conclusion: buy/hold/avoid + key reason.
2. **Investment thesis**
- Bull case: 2 points (growth driver, moat/catalyst)
- Bear case: 2 points (valuation/risk/timing)
- Final balance: what dominates now.
3. **Valuation and key levels**
- PE/PB vs peer or history percentile (cheap/fair/expensive)
- Key levels: current price, support, resistance, stop-loss reference
4. **Recommendation (required)**
- Different advice by position status:
- No position
- Light position
- Heavy position / underwater
- Each suggestion must include concrete trigger/price/condition.
5. **Risk monitor**
- Top 2-3 risks + invalidation condition (what proves thesis wrong).
6. **Data Sources (required)**
- End with a source disclosure line showing QVeris attribution and data channels actually used.
- Include generation timestamp and list of source/tool names from payload metadata such as `dataSources`, `meta.sourceStats`, or `data.*.selectedTool`.
- Example format:
> Data powered by [QVeris](https://qveris.ai) | Sources: Alpha Vantage (quote/fundamentals), Finnhub (news sentiment), X/Twitter (social sentiment) | Generated at 2026-02-22T13:00:00ZQuality Bar
Daily Brief Analysis Guide
When analyzing `brief` output, generate an actionable morning/evening briefing for OpenClaw conversation.
Morning Brief
1. **Market overview**: risk-on/off + key overnight move + today's tone, plus an index snapshot table from `marketOverview.indices` (index name, price, % change, timestamp)
2. **Holdings check**: holdings that need action first, with per-holding price/% change/grade when available
3. **Radar relevance**: which radar themes impact holdings
4. **Today's plan (required)**: specific watch levels / event / execution plan
5. **Data Sources (required)**: one-line QVeris attribution and channels used in this brief
Evening Brief
1. **Session recap**: index + sector + portfolio one-line recap, with key index close/% change
2. **Holdings change**: biggest winners/losers and why, with quantized move (%) where available
3. **Thesis check**: whether thesis changed
4. **Tomorrow's plan (required)**: explicit conditions and actions
5. **Data Sources (required)**: one-line QVeris attribution and channels used in this brief
Quality Bar
Hot Topic Analysis Guide
When analyzing `radar` output, cluster signals into investable themes and provide concise actionable conclusions.
Required Output (per theme)
Execution Rules
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